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RT25: Alpha decay in Short-Term strategies ft. John Fidler, Jonathan Miles & Christopher Vogt – 2of2

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Sinopse

On today’s episode, guest host Ranjan Bhaduri continues his conversation with John Fidler, Senior VP and Director of Alternative Investments at Commonwealth Bank and Trust, Christopher Vogt, Director of Equity Strategies at Margaret Cargill Philanthropies, and Jonathan Miles, Managing Director of Ascent Private Capital Management of U.S. Bank. Listen in as our guests talk about management fees and how they have changed over the past decade, the importance of constantly checking your assumptions, and what wisdom they would give to young up and coming investors.-----EXCEPTIONAL RESOURCE: Find Out How to Build a Safer & Better Performing Portfolio using this FREE NEW Portfolio Builder ToolIn This Episode, You’ll Learn:Why John and Jonathan don’t spend much time looking at short-term CTAsHow fee compression has changed management fees over the last decadeWhen our guests choose discretionary over systematic managersThe role of alternatives in a portfolio, and why Christopher doesn’t call them alternativesWhy C